CA
SOLV icon

Clearstead Advisors’s Solventum SOLV Stock Holding History

Clearstead Advisors’s Portfolio SOLV Stock Details SOLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$533K Buy
6,904
+3,719
+117% +$271K 0.01% 739
2026
Q1 		$208K Buy
3,185
+15
+0.5% +$1.11K ﹤0.01% 985
2025
Q4 		$251K Sell
3,170
-282
-8% -$21.6K ﹤0.01% 871
2025
Q3 		$252K Sell
3,452
-318
-8% -$23.3K ﹤0.01% 828
2025
Q2 		$286K Buy
3,770
+298
+9% +$21.1K ﹤0.01% 782
2025
Q1 		$264K Buy
3,472
+360
+12% +$26.8K ﹤0.01% 744
2024
Q4 		$206K Sell
3,112
-1,146
-27% -$80.2K ﹤0.01% 848
2024
Q3 		$297K Sell
4,258
-346
-8% -$20.8K ﹤0.01% 729
2024
Q2 		$243K Sell
4,604
-356
-7% -$21.6K ﹤0.01% 752
2024
Q1 		$313K Buy
+4,960
New +$371K 0.02% 390

Other funds holding SOLV

IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clearstead Advisors's SOLV Position: Q2 2026 in Review

Clearstead Advisors increased its Solventum (SOLV) stake by 117% in Q2 2026, buying an estimated $271K and bringing the position to 6,904 shares worth $533K. The position accounts for 0.01% of the portfolio, ranked #739.

Clearstead Advisors first reported a position in SOLV in Q1 2024 and has held it in 10 quarters since. 881 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

  • Clearstead Advisors held 6,904 shares of Solventum worth $533K as of Q2 2026.
  • Clearstead Advisors bought 3,719 Solventum shares in Q2 2026, an estimated $271K.
  • Solventum made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #739 holding.
  • Clearstead Advisors first reported a position in Solventum in Q1 2024 and has held it in 10 quarters since.
  • 881 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.